Lead Financial Planning Analyst- Marketing/Communications

Join Vanguard's FP&A group as a lead financial analyst and support our Personal Investor/Advice Wealth Management Marketing and Communications teams.

Responsibilities:

Financial Planning & Forecasting

• Lead monthly close, forecasting, and annual planning processes for marketing budgets.
• Provide variance analysis and actionable insights to senior leadership on marketing performance versus plan.
• Support strategic planning and scenario analysis for marketing investments.

Performance Analysis & Strategic Decision Support

• Develop and maintain dynamic financial models to evaluate marketing spend efficiency and channel performance.
• Leverage data-driven insights to influence senior leadership decisions and guide strategic marketing investment

Identify Process Improvements

• Drive automation and scalability in forecasting, reporting, and performance tracking.
• Identify opportunities to enhance financial processes and tools for marketing analytics.
• Lead projects and ad hoc initiatives to improve marketing decision-making.

Reporting and Communication

• Prepare clear, concise presentations and narratives for leadership, highlighting performance drivers, risks, and opportunities.
• Collaborate with cross-functional teams (Marketing Ops, Data Analytics, Strategy) to ensure consistent measurement and reporting.
• Balance competing priorities and maintain alignment with overarching business objectives

Qualifications:

• Minimum of five years' related work experience, with at least two years' financial services industry experience.
• Undergraduate degree or equivalent combination of training and experience. Economics or Finance degree preferred. Advanced excel and financial modeling skills required. Experience in marketing or marketing analytics is considered a strong asset.

Special Factors

Sponsorship
Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Client-provided location(s): Malvern, PA

Job ID: Vanguard-172834

Employment Type: FULL_TIME

Posted: 2025-12-12T21:01:23